Overview
Assets Under Management: $199 million
High-Net-Worth Clients: 20
Average Client Assets: $3.4 million
Frequently Asked Questions
MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154679), MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC serves 20 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC manages $199 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.62%
Average Client Assets: $3.4 million
Total Client Accounts: 21
Discretionary Accounts: 21
Regulatory Filings
CRD Number: 154679
Filing ID: 2056550
Last Filing Date: 2026-03-27 15:49:30